AUMdb

Lindy And Brad Berkley Family Foundation

EIN 854160045 · 501(c)(3) · Private foundation · Addison, TX · recognized 2022

Assets
$762K
Revenue
$485K
Expenses
$202K
Investment income
$0

Form 990 fiscal year ended 12/31/2023

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Brad Berkley President $0 $0
Jon Filipski Director $0 $0
Lindy Berkley Treasurer & secretary $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2023 $762K $485K $202K 990 990PF · obj 202510289349100706 IRS ↗
12/31/2022 $775K $67.8K $133K 990 990PF · obj 202510289349100411 IRS ↗